+286.9%
AMKR vs WM
+711.3%
-424.4%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +2.4% |
| 7D | 0.0% | -0.3% | +0.3% | +0.1% |
| 30D | -11.1% | -2.4% | -8.8% | -10.3% |
| 3M | -35.2% | +0.4% | -35.6% | -36.8% |
| 6M | +4.9% | -9.5% | +14.4% | +7.0% |
| YTD | +21.6% | +0.5% | +21.1% | +16.8% |
| 1Y | +98.0% | -1.1% | +99.1% | +90.1% |
| 3Y | +77.8% | +46.0% | +31.8% | +33.5% |
| 5Y | +79.9% | +51.8% | +28.1% | +30.3% |
| 10Y | +456.9% | +307.5% | +149.4% | +135.9% |
| All | +286.9% | +711.3% | -424.4% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling